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Vanguard Real Estate ETF

1,513 hedge funds and large institutions have $17.5B invested in Vanguard Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 621 increasing their positions, 624 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,513
Holders Change
-30
Holders Change %
-1.94%
% of All Funds
24.12%
Holding in Top 10
100
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-12.28%
% of All Funds
1.59%
New
89
Increased
621
Reduced
624
Closed
100
Calls
$76M
Puts
$220M
Net Calls
-$144M
Net Calls Change
+$171M
Name Holding Trade Value Shares
Change
Shares
Change %
GWCM
801
Godshalk Welsh Capital Management
Pennsylvania
$795K -$26.5K -350 -3%
TSW
802
Thompson Siegel & Walmsley
Virginia
$795K +$114K +1,502 +17%
FPTW
803
Franklin, Parlapiano, Turner & Welch
Texas
$791K
MECA
804
Miller Equity Capital Advisors
Texas
$789K +$16.8K +222 +2%
WF
805
Warner Financial
Maryland
$788K +$9.83K +130 +1%
MFT
806
Moisand Fitzgerald Tamayo
Florida
$787K +$13.9K +184 +2%
GVAG
807
Great Valley Advisor Group
Delaware
$782K +$513K +6,781 +190%
AAS
808
Annex Advisory Services
Wisconsin
$777K -$47.3K -625 -6%
WPW
809
Watershed Private Wealth
Illinois
$776K -$39.3K -520 -5%
NPP
810
New Potomac Partners
Maryland
$776K -$64.6K -854 -8%
PF
811
Parker Financial
Washington
$770K -$102K -1,342 -12%
BAG
812
Briggs Advisory Group
Rhode Island
$758K -$6.89K -91 -0.9%
AR
813
Apeiron RIA
Texas
$755K +$52.1K +688 +7%
FFM
814
Forum Financial Management
Illinois
$752K -$39.3K -519 -5%
RA
815
Rockingstone Advisors
Massachusetts
$749K -$18.9K -250 -2%
TC
816
TAP Consulting
Missouri
$745K +$35.6K +470 +5%
GPI
817
General Partner Inc
Pennsylvania
$741K
OCFG
818
O'Connor Financial Group
Illinois
$741K -$19.9K -263 -3%
CWM
819
Chesapeake Wealth Management
Virginia
$740K +$52.6K +695 +8%
CI
820
CX Institutional
Indiana
$737K -$413K -5,464 -36%
SF
821
Safeguard Financial
Wisconsin
$737K -$8.7K -115 -1%
GJIA
822
Glass Jacobson Investment Advisors
Maryland
$736K +$160K +2,120 +28%
LWP
823
Laurel Wealth Planning
Minnesota
$730K +$32.8K +433 +5%
HCM
824
Hengehold Capital Management
Ohio
$729K +$26.4K +349 +4%
CA
825
Carson Advisory
Georgia
$728K +$7.57K +100 +1%